Attach receipts files to your bank transactions when you?


Question: Attach receipts files to your bank transactions when you?

One of the best ways to keep track of your expenses and income is to attach receipts files to your bank transactions when you make a purchase or receive a payment. This way, you can easily see what each transaction was for, how much it cost, and who was involved. You can also use this information for tax purposes, budgeting, or auditing.


In this blog post, we will show you how to attach receipts files to your bank transactions using our app. You will need a smartphone with a camera, an internet connection, and a bank account linked to our app. Here are the steps:


1. Open our app and log in with your credentials.

2. Tap on the Transactions tab and select the transaction you want to attach a receipt file to.

3. Tap on the Attach Receipt button and choose whether you want to take a photo of your receipt or upload an existing file from your device.

4. If you choose to take a photo, point your camera at the receipt and make sure it is clear and legible. Tap on the Capture button and confirm the image.

5. If you choose to upload a file, browse your device and select the file you want to attach. Make sure it is in a supported format (PDF, JPG, PNG, etc.).

6. Once you have attached the receipt file, you can add a note or a category to the transaction if you wish.

7. Tap on the Save button and you're done!


You can view your attached receipts files anytime by tapping on the Transactions tab and selecting the transaction you want to see. You can also download or share them with others if needed.


We hope this blog post was helpful and that you will enjoy using our app to attach receipts files to your bank transactions when you make a purchase or receive a payment. This will help you stay organized and in control of your finances. 

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